United Bank
125 holdingsFiling period: 2026-03-31Current AUM: $339.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 44.9K | $12.9M | $16.0M | 4.71% | -16 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 48.3K | $12.3M | $14.9M | 4.40% | +2.1K | 2026-03-31 |
| 3 | NFRA | FLEXSHARES TR | 183.8K | $11.8M | $12.0M | 3.53% | +14.3K | 2026-03-31 |
| 4 | GUNR | FLEXSHARES TR | 211.3K | $11.7M | $11.1M | 3.26% | +36.0K | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 66.0K | $11.5M | $13.3M | 3.90% | +3.5K | 2026-03-31 |
| 6 | XLK | SELECT SECTOR SPDR TR | 83.4K | $11.1M | $14.6M | 4.31% | +3.3K | 2026-03-31 |
| 7 | HYGV | FLEXSHARES TR | 241.9K | $9.7M | $9.7M | 2.85% | +5.8K | 2026-03-31 |
| 8 | MSFT | MICROSOFT CORP | 25.2K | $9.3M | $11.7M | 3.45% | +3.4K | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 44.5K | $9.3M | $12.1M | 3.56% | +2.6K | 2026-03-31 |
| 10 | JPM | JPMORGAN CHASE & CO | 28.6K | $8.4M | $10.1M | 2.96% | +339 | 2026-03-31 |
| 11 | KO | COCA COLA CO | 91.2K | $6.9M | $8.0M | 2.35% | -1,210 | 2026-03-31 |
| 12 | SCHD | SCHWAB STRATEGIC TR | 215.9K | $6.6M | $7.2M | 2.13% | +5.8K | 2026-03-31 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | 6.0K | $6.0M | $5.7M | 1.69% | +350 | 2026-03-31 |
| 14 | IJH | ISHARES TR | 85.7K | $5.8M | $6.4M | 1.90% | -206 | 2026-03-31 |
| 15 | SO | SOUTHERN CO | 55.3K | $5.3M | $5.2M | 1.54% | +19 | 2026-03-31 |
| 16 | IVW | ISHARES TR | 45.2K | $5.1M | $6.1M | 1.80% | -2,416 | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 8.2K | $4.7M | $4.6M | 1.35% | +1.1K | 2026-03-31 |
| 18 | XLE | SELECT SECTOR SPDR TR | 73.7K | $4.5M | $4.4M | 1.29% | +4.7K | 2026-03-31 |
| 19 | MA | MASTERCARD INCORPORATED | 8.3K | $4.2M | $4.8M | 1.41% | +548 | 2026-03-31 |
| 20 | IJR | ISHARES TR | 33.1K | $4.1M | $4.8M | 1.42% | -27 | 2026-03-31 |
| 21 | VTV | VANGUARD INDEX FDS | 20.3K | $4.0M | $4.5M | 1.32% | -753 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 23.4K | $4.0M | $3.6M | 1.07% | -357 | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 23.4K | $4.0M | $3.6M | 1.07% | -357 | 2026-03-31 |
| 24 | AMD | ADVANCED MICRO DEVICES INC | 17.7K | $3.6M | $8.4M | 2.49% | +3.1K | 2026-03-31 |
| 25 | CAT | CATERPILLAR INC | 4.9K | $3.5M | $4.0M | 1.18% | +266 | 2026-03-31 |
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